WWA
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WCG Wealth Advisors’s Dominion Energy D Stock Holding History

WCG Wealth Advisors’s Portfolio D Stock Details D Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.32M Buy
86,074
+14,592
+20% +$901K 0.15% 148
2025
Q4 		$4.19M Buy
+71,482
New +$4.31M 0.12% 168

Other funds holding D

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WCG Wealth Advisors's D Position: Q1 2026 in Review

WCG Wealth Advisors increased its Dominion Energy (D) stake by 20% in Q1 2026, buying an estimated $901K and bringing the position to 86,074 shares worth $5.32M. The position accounts for 0.15% of the portfolio, ranked #148.

WCG Wealth Advisors first reported a position in D in Q4 2025 and has held it in 2 quarters since. 1,474 funds tracked by Wall St. Rank hold D as of Q1 2026.

  • WCG Wealth Advisors held 86,074 shares of Dominion Energy worth $5.32M as of Q1 2026.
  • WCG Wealth Advisors bought 14,592 Dominion Energy shares in Q1 2026, an estimated $901K.
  • Dominion Energy made up 0.15% of WCG Wealth Advisors's portfolio in Q1 2026, its #148 holding.
  • WCG Wealth Advisors first reported a position in Dominion Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,474 funds tracked by Wall St. Rank held Dominion Energy as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.